Dimensional Fund Advisors
NWLIA

Dimensional Fund Advisors’s NATL WESTN LIFE INS CO CL A NWLIA Stock Holding History

Dimensional Fund Advisors’s Portfolio NWLIA Stock Details NWLIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-176,346
Closed -$39.3M – 3419
2015
Q3 		$39.3M Buy
176,346
+1,154
+0.7% +$257K 0.03% 1035
2015
Q2 		$42M Buy
175,192
+2,193
+1% +$525K 0.03% 1048
2015
Q1 		$44M Buy
172,999
+1,374
+0.8% +$349K 0.03% 966
2014
Q4 		$46.2M Buy
171,625
+2,440
+1% +$657K 0.03% 841
2014
Q3 		$41.8M Buy
169,185
+1,710
+1% +$422K 0.03% 843
2014
Q2 		$41.8M Buy
167,475
+1,913
+1% +$477K 0.03% 869
2014
Q1 		$40.5M Sell
165,562
-1,820
-1% -$445K 0.03% 827
2013
Q4 		$37.4M Buy
167,382
+2,500
+2% +$559K 0.03% 849
2013
Q3 		$33.3M Buy
164,882
+407
+0.2% +$82.1K 0.03% 853
2013
Q2 		$31.2M Buy
+164,475
New +$31.2M 0.03% 832

Other funds holding NWLIA

BCCM
Blue Clay Capital Management Minneapolis, Minnesota $88.7M AUM 6.88% 1-Year Est. Return
ARM
Adirondack Research & Management Guilderland, New York $82.2M AUM 63.78% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return

Dimensional Fund Advisors's NWLIA Position: Q4 2015 in Review

Dimensional Fund Advisors sold out of NATL WESTN LIFE INS CO CL A (NWLIA) in Q4 2015, closing a stake of 176,346 shares — an estimated $39.3M sold.

Dimensional Fund Advisors first reported a position in NWLIA in Q2 2013 and held it in 10 quarters. The position peaked at $46.2M in Q4 2014. 4 funds tracked by Wall St. Rank hold NWLIA as of Q4 2015.

  • Dimensional Fund Advisors reported no remaining NATL WESTN LIFE INS CO CL A position as of Q4 2015 after selling out during the quarter.
  • Dimensional Fund Advisors sold 176,346 NATL WESTN LIFE INS CO CL A shares in Q4 2015, an estimated $39.3M.
  • Dimensional Fund Advisors first reported a position in NATL WESTN LIFE INS CO CL A in Q2 2013 and held it in 10 quarters.
  • Dimensional Fund Advisors's NATL WESTN LIFE INS CO CL A position peaked at $46.2M in Q4 2014.
  • 4 funds tracked by Wall St. Rank held NATL WESTN LIFE INS CO CL A as of Q4 2015.

Based on Dimensional Fund Advisors's 13F filing for Q4 2015, filed 10 Feb 2016.